How to Correct an Invoice Amount After a Partial Refund

Overview

After a partial refund is processed, the invoice payment line in Glade may not automatically reflect the correct remaining balance. Use the steps below to manually correct the invoice amount.

When to use this guide

Use this when a partial refund has been issued and the invoice payment line shows an incorrect amount. For example: a client was charged $2,513, a $2,413 refund was issued, and the invoice should now show a $100 balance — but the displayed amount is incorrect.

Steps to correct the invoice

1. Navigate to the client's workflow in the Glade dashboard.
2. Click the dropdown arrow next to the invoice.
3. Select View to open the invoice.
4. Click Continue.
5. Select Edit on any existing line item you need to adjust.
6. Alternatively, click Add new item if a new line needs to be added.
7. Click Submit.
8. Click Save.

Video walkthrough

Watch the Loom video below for a full visual walkthrough of these steps:

📹 View Loom: How to Correct an Invoice in Glade

Notes

• This correction is done at the workflow level, not from the Transactions tab.
• Always verify the math before saving: Original charge − Refund amount = Corrected balance.
• If the invoice cannot be edited, check whether it has already been marked as completed or if payment plan settings are locking the record.